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Northwest Bancshares’s iShares US Real Estate ETF IYR Stock Holding History

Northwest Bancshares’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,350
Closed -$203K – 192
2023
Q2 		$203K Buy
+2,350
New +$197K 0.04% 182
2022
Q3 		– Sell
-2,515
Closed -$231K – 185
2022
Q2 		$231K Hold
2,515
– – 0.05% 166
2022
Q1 		$272K Hold
2,515
– – 0.05% 175
2021
Q4 		$292K Hold
2,515
– – 0.06% 179
2021
Q3 		$258K Hold
2,515
– – 0.06% 207
2021
Q2 		$256K Hold
2,515
– – 0.06% 210
2021
Q1 		$231K Sell
2,515
-784
-24% -$68.8K 0.05% 220
2020
Q4 		$283K Sell
3,299
-529
-14% -$44K 0.07% 180
2020
Q3 		$306K Sell
3,828
-870
-19% -$70.3K 0.08% 175
2020
Q2 		$370K Sell
4,698
-676
-13% -$51.2K 0.1% 155
2020
Q1 		$374K Sell
5,374
-40
-0.7% -$3.54K 0.19% 85
2019
Q4 		$504K Sell
5,414
-305
-5% -$28.3K 0.19% 87
2019
Q3 		$535K Hold
5,719
– – 0.22% 87
2019
Q2 		$499K Hold
5,719
– – 0.21% 90
2019
Q1 		$498K Buy
5,719
+445
+8% +$36.8K 0.21% 91
2018
Q4 		$395K Sell
5,274
-437
-8% -$34.3K 0.19% 93
2018
Q3 		$457K Sell
5,711
-100
-2% -$8.15K 0.2% 95
2018
Q2 		$468K Hold
5,811
– – 0.2% 95
2018
Q1 		$438K Sell
5,811
-2,068
-26% -$157K 0.18% 99
2017
Q4 		$637K Buy
+7,879
New +$640K 0.26% 80

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Bancshares's IYR Position: Q3 2023 in Review

Northwest Bancshares sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 2,350 shares — an estimated $203K sold.

Northwest Bancshares first reported a position in IYR in Q4 2017 and held it in 20 quarters. The position peaked at $637K in Q4 2017. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

  • Northwest Bancshares reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Northwest Bancshares sold 2,350 iShares US Real Estate ETF shares in Q3 2023, an estimated $203K.
  • Northwest Bancshares first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 20 quarters.
  • Northwest Bancshares's iShares US Real Estate ETF position peaked at $637K in Q4 2017.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

Based on Northwest Bancshares's 13F filing for Q3 2023, filed 27 Oct 2023.